See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $296,643-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.4%-44.4pp | 15.7%-15.7pp |
| Annual return | -2.63% | -678.32%+675.7pp | -18.97%+16.3pp | -7.14%+4.5pp |
| Employer contribution / active EE | $7,265 | $15,484-53.1% | $54,628-86.7% | $14,613-50.3% |
| Participant deferral / active EE | $0 | $140-100.0% | $78-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $9,901-100.0% | $1,191-100.0% |